The AI boom isn’t just about chatbots.
In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel, electricity or oil.
If that’s true, our demand for compute could approach infinity.
I also break down new data from Wharton’s 2025 AI Adoption Report, which shows how AI agents and automated workflows are already spreading through major U.S. companies: https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/
Timestamps:
(00:00) The economic shift to computation (00:40) The surprising Cloud business boom (02:52) Is the hardware industry growth a bubble? (03:18) What is computing, really? (04:31) Our insatiable appetite for computing (09:15) Our economic dependence on computation (10:54) The rise of agentic workforces (13:05) What does infinite demand actually mean? (15:23) The future of compute demand
Where to find me:
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov.
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